PER 1.35% 7.5¢ percheron therapeutics limited

Ann: US FDA Feedback on Type C Meeting for ATL1102 in the US, page-188

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    Someone still have doubt what the Management can do for you?

    1) Listen to Dr. Charmaine Gittleson:
    The 3 reasons she joined ANP. In particular the 2nd and 3rd reasons, Our SCIENCE is robust and fascinating that she wants to explore further in terms of an indication. She is passionate about the rare diseases research and have a lot of working experience working with patient communities, parents, caregivers and the investigators that she could bring her extensive knowledge to this field. She also mentioned data that generate from the toxicology study to pursue other indications in the US. - The important step in the overall program for Antisense.

    2) Listen to Mark Diamond:
    • Shareholders should think more broadly than just the DMD market, our drug has potential beyond the treatment of Duchenne into other inflammatory diseases indications based on the Phase II a data.
    • Our drug is active in MS and in multiple settings of inflammatory diseases.
    • Potential spin-off applications for ATL1102 - Other inflammatory disease landscape - Rheumatoid arthritis, Asthma, Aalzheimer's (inflammation is an important feature) BUT Mark always said the company initial focus is on RARE DISEASE. Reasons: a) benefit from the incentives that the regulatory authorities provide b) premium pricing with little or no competition
    • Mark mentioned 48,000 boys with DMD in the Northern Hemisphere, half of these boys (non-ambulant) no effective therapies for treating diseases. I believe our drug is their ONLY hope. (The agency stated, because of the seriousness of the indication, ANP may initiate the 12-month Phase IIb/III human clinical study prior to submission of a 9-month toxicology study...), so, someone still think "DMD will be front & centre over the next 3/4 years as it moves through IIB"?? and I'm also not sure the advocacy group like PPMD will have that kind of patience...
    • Expect significant news in short and medium terms as we advanced our program in DMD.

    I hope we don't forget Mark presented on this slide:

    ATL1102 New Indications
    Overview
    • ATL1102 modulates CD49d+ immune cells and disease processes in DMD and Multiple Sclerosis

    IP
    • The company has continued to file new patent applications to protect the use of ATL1102 in new neuroinflammatory muscle indications with the new submission this year of International patent application PCT/AU2020/050445

    Next Steps
    Several inflammatory muscle disease indications (like DMD) have been identified which may benefit from similar CD49d cell modulation for better treatment outcomes, with animal and ex vivo studies of patient samples in the planning for 2021
    Also the broader effects of CD49d modulation by ATL1102 are to be studied by analyzing DMD patient plasma samples to identify potential additional immune modulation mechanisms that may be relevant in the treatment of other diseases with this experimental work scheduled for 1H 2021
    • The funds from the recent capital raising now allow for the above work to be undertaken the results of which are anticipated to add further value to the ATL1102 asset.

    So, my question perhaps to 'others', do you really think Dr. Charmaine will sit on the board and doing nothing between now and before the FDA/EMA Phase IIb/III trial starts? (Remember Dr. Charmaine had achieved 5 new major global products approvals and launches within a 24-month period which included a number of rare disease therapies - Delivering development programs on time with quality and within budget)

    Don't ever underestimate your ANP Management Team!

    (Note: my opinion only)
 
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